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Wealth Advisors of Iowa’s Dow Inc DOW Stock Holding History

Wealth Advisors of Iowa’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-24,959
Closed -$1.39M – 61
2022
Q2 		$1.39M Buy
24,959
+16,456
+194% +$1.05M 0.24% 32
2022
Q1 		$542K Buy
8,503
+2,557
+43% +$154K 0.27% 36
2021
Q4 		$337K Buy
5,946
+882
+17% +$50.3K 0.18% 42
2021
Q3 		$291K Sell
5,064
-716
-12% -$43.8K 0.16% 46
2021
Q2 		$366K Buy
5,780
+530
+10% +$35K 0.19% 35
2021
Q1 		$336K Buy
+5,250
New +$314K 0.19% 37

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealth Advisors of Iowa's DOW Position: Q3 2022 in Review

Wealth Advisors of Iowa sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 24,959 shares — an estimated $1.39M sold.

Wealth Advisors of Iowa first reported a position in DOW in Q1 2021 and held it in 6 quarters. The position peaked at $1.39M in Q2 2022. 1,433 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • Wealth Advisors of Iowa reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
  • Wealth Advisors of Iowa sold 24,959 Dow Inc shares in Q3 2022, an estimated $1.39M.
  • Wealth Advisors of Iowa first reported a position in Dow Inc in Q1 2021 and held it in 6 quarters.
  • Wealth Advisors of Iowa's Dow Inc position peaked at $1.39M in Q2 2022.
  • 1,433 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Wealth Advisors of Iowa's 13F filing for Q3 2022, filed 15 Nov 2022.